Daily BriefsTMT/Internet

TMT: Appier Group Inc, Bitcoin Pro, Safie, CATL (A), Latent View Analytics Ltd, Tata Consultancy Svcs and more

In today’s briefing:

  • TOPIX Inclusion Pre-Event: Appier Group (4180 JP)
  • Crypto Coding Tutorial #2 – Use 20 Lines of Python to Display Charts and Ratios
  • Safie – Baby Thrown Out With the Bathwater Number Two
  • CATL Considers Building More Factories Outside China, Including U.S.
  • Latent View Analytics Ltd: Client Scalability Is Key
  • Event Update: TCS Buyback: An Opportunity For Retail Investors

TOPIX Inclusion Pre-Event: Appier Group (4180 JP)

By Janaghan Jeyakumar, CFA

  • Japan-Based AI company Appier Group Inc (4180 JP) announced they had resolved to prepare to apply to change its listing on the Tokyo Stock Exchange to the Prime Market.
  • Appier has confirmed that it meets the criteria for the TSE Growth Market but if they move to the Prime Market, that would trigger a TOPIX Inclusion Event.
  • Below is a look at Appier’s potential to satisfy the Section Transfer Requirements and the upside potential of this event.

Crypto Coding Tutorial #2 – Use 20 Lines of Python to Display Charts and Ratios

By Josh Du

  • This piece continues our series to show how to use the least amount of codes to create practical solutions for investors
  • With 20 lines of codes, we show how to create charts using crypto, equities, and other macro indicators and their relative performances
  • We also illustrate how to construct ratio charts for mean reversion pair trading between similar securities like Microstrategy Inc Cl A (MSTR US) and Bitcoin (XBTUSD CURNCY) 

Safie – Baby Thrown Out With the Bathwater Number Two

By Mio Kato

  • Safie reported 2021 results on Monday and beat slightly with revenue 1.6% above guidance and an operating loss of ¥76m, better than guidance of a ¥225m loss. 
  • The stock is rated neutral by the sell side despite offering perhaps the best growth prospects in Japan and demonstrating numerous signs of exceptional management.
  • We consider the name to be potentially Japan’s best growth story in the small cap space.

CATL Considers Building More Factories Outside China, Including U.S.

By Caixin Global

  • The world’s largest electric-vehicle battery maker Contemporary Amperex Technology Co. Ltd. (CATL) has announced that it’s considering building more factories overseas
  • The news came as CATL (300750.SZ +0.72%), based in East China’s Fujian province, has been trying to ease investor concerns about the recent sell-off of its stock
  • The statement also disclosed that the company has been talking with U.S. clients about the possibility of building production lines in the country to bring supplies of CATL products closer to home

Latent View Analytics Ltd: Client Scalability Is Key

By ICICI Securities Limited

  • Latent View Analytics is the leading pure play data analytics services companies in India.
  • It provides expertise on the entire value chain of data analytics from data and analytics consulting to business analytics and insights
  • It engages to provide services to blue chip companies in technology, BFSI, CPG & retail, industrials and other industries
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Event Update: TCS Buyback: An Opportunity For Retail Investors

By Axis Direct

  • TCS Buyback: An Opportunity For Retail Investors.
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

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